- Commerce Bank (Bloomington, IL)
- …to acquire new business + Serve as the primary advisor for an assigned portfolio of diverse and complex commercial relationships and ensure a high level of customer ... a full range of products and services + Critically review and analyze portfolio to reduce risk and enhance profitability + Facilitate credit requests, including … more
- Fifth Third Bank, NA (Chicago, IL)
- …Managing Director is a player/coach, maintaining and growing their own portfolio while diving new relationships and providing leadership, direction, and supervision ... Managing Director is a player/coach, maintaining and growing their own portfolio while diving new relationships and providing leadership, direction, and supervision… more
- CalSTRS (Sacramento, CA)
- …public school educators and their families. The Investments Branch manages a portfolio that is broadly diversified into seven asset categories with assets totaling ... establishing collaborative relationships across a vast network of investment managers, portfolio companies and industry associations in order to maximize returns and… more
- Cyprus Credit Union (Spanish Fork, UT)
- …calls, and email. + Maintain regular contact with business members within the portfolio . + Respond to member requests. + Conduct thorough interviews to determine ... or serve the industry or product niches of the portfolio . + Review and evaluate set goals for production...business account services and procedures + Familiarity with business loan programs and service requirements + Familiarity with general… more
- City National Bank (New York, NY)
- …Resolves client inquiries/complaints and identifies cross-selI opportunities by assessing deposit portfolio and client needs. Works directly with clients in all ... (eg, wires, new deposit accounts, checking and savings account activity, CDs, loan payments and advances, etc.). Provides clients with accurate, timely and extensive… more
- JPMorgan Chase (Tempe, AZ)
- …our team, you will manage and process collateral for a diverse portfolio of loans, ensuring adherence to quality standards. Perform documentation and collateral ... **Job responsibilities** + Manage and process collateral for a diverse portfolio of loans, ensuring accuracy, compliance with established standards, and adherence… more
- Wells Fargo (Washington, DC)
- …and expansion + Manage a moderately complex book of business + Drive portfolio growth by increasing core deposit balances and identifying deepening opportunities + ... Individuals in a LO position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in...2+ years of experience sourcing and or managing a portfolio of clients with $1mm - 25mm in annual… more
- Citigroup (Atlanta, GA)
- …to, Investment Banking, Treasury & Trade, Credit, Derivative Markets, Loan Syndications, Debt Capital Markets, and Equity Capital Markets. **Responsibilities:** ... Capital raising solutions, etc. + Work closely with Credit Loan Management and Independent Risk to ensure the establishment...as well as the monitoring of the existing credit portfolio . + Ensure compliance with regulatory requirements and Citi's… more
- Rock Family of Companies (MI)
- …to and maintain design systems, ensuring consistency across the company's product portfolio + Mentor a team of designers, providing guidance, feedback, and promoting ... in product design + Experience working on consumer-facing products, with a portfolio demonstrating strong design expertise across mobile and web platforms +… more
- PNC (Philadelphia, PA)
- …with little or no oversight. Exercises exception and elevated approval authority. Prepares loan offerings for all types of transactions at any level of complexity or ... in management of a portfolio as assigned. Interacts with internal/external customers. Serves as...by analyzing credit, collateral strength and financial worthiness of loan /transaction parties. If relevant, performs ongoing credit risk management… more